Thanks again for the ideas. Sabine looks interesting to me, but I am still interested in CGR also.

I am wondering if you have heard from Gregg Williams at Caza. I know he said they had enough funds to carry them through 2012, and I see they just got a private placement, though not at the price I imagine they wanted.

It is as low as Alexandria now, and so tempting to load up on. Are you still as confident about the Caza team as you are with Alexandria?

I do have confidence in Gregg at Caza. Their first drill attempts ran into clays, I bielieve they were, that caused the holes to fail. It made for a rough start with so much riding on first assays. But I do consider the properties strongly prospective, and I remain a shareholder.

I think the Dolly Varden story is very interesting. I own a hefty chunk.

“With the initial US$90,000,000, the Company will be able to, among other items, proceed with the payout of its existing gold and silver prepayment contracts and convertible loan with Deutsche Bank AG ("DB"), London Branch, effectively freeing an average of 1,500 gold ounces monthly, or approximately US$30,000,000 annual cash flow currently committed to such contracts. The DB payout will also free Petaquilla''s infrastructure division, Panama Desarrollo de Infraestructuras, S.A. ("PDI"), for spin-out to the shareholders during the first quarter of calendar 2013.”

I am wondering why CGR is not on the Gold Stocks list for 2013? It was previously highly recommended, but then the price began a brutal slide from which it has not recovered - and everything has gone quiet.

CGR is now about half the price compared to when it was still being tipped, which would imply, in the absence of any other information, that it is an even bigger steal now than it was before? If not, I'm wondering what has changed which now makes this unattractive?

CGR's price plummet has also been proportionally more than the general price weakness among other PM miners, so it really does seem that either it's even greater value now than before, or there is a reason I'm not aware of why it is not on the list for 2013.

Would appreciate any thoughts on this, and whether you are still holding or adding to positions in CGR ?

It is still a great pick, and Sinch recently told me he was buying. It is not large enough market cap wise to be included on this list. This list is designed for people looking for greater than 200 million market cap. If you are willing to go a little smaller, then it is a great buy at these prices.